05/20/2013
Janney Montgomery Scott Hires Industry Veteran
He has joined Janney’s Greenville, Del., branch office as Executive Vice President/Wealth Management.
People Moves
05/20/2013
Wintrust Financial Announces New President for Wheaton Bank & Trust Company
Stacey Huels is stepping down from his position as Chairman and Chief Executive Officer of WBT to start a new firm
05/20/2013
Citing change at the firm
Brother and sister team splits Morgan Stanley
05/19/2013
ConceptONE announces new head of business development
ConceptONE hires Cary I. Goldstein as managing director and head of business development
05/19/2013
Jack Barrat joins Matterley Asset Management from UBS
Jack Barrat has joined Charley Stanley’s fund division, Matterley Asset Management, as an assistant fund manager.
05/19/2013
Annaly Capital Appoints Chief Administrative Officer
He was responsible for all functional areas of CIT’s treasury group, including capital markets
05/19/2013
Lincoln Financial Group Names Portfolio Management Analytics MD
He is a recognized leader in Investment Management and Portfolio Analytics and brings more than 30 years
05/19/2013
Wintrust Wealth Management expands investment team
The entirety of George’s 23-year professional career has been spent in the financial services industry advising clients
05/19/2013
HighTower Expands Development Team
They will play key roles in our business development initiatives as HighTower expands with new teams and offices across the country
05/19/2013
Oppenheimer’s Investment Banking boosts team
We are pleased to recruit such high quality professionals to our firm
05/19/2013
Citi Names New CEOs of CitiMortgage, Private Bank and Citi Holdings -Memo
Current chief executive Sanjiv Das decided to leave the bank for other unspecified opportunities
05/18/2013
Job market gains could lead Fed to taper QE3 early
The beginning of the end of the Federal Reserve's massive bond-buying program might come sooner than many investors think if recent gains in the U.S. labor market do not prove fleeting.
05/15/2013
Deutsche Bank names head of Americas asset and wealth
The group caters to high-net-worth individuals and family offices
05/15/2013
JPMorgan Appoints Co-Heads of Global M.&A.
The bank has named two new people to jointly lead that business
05/14/2013
BNY Mellon Hires Senior Director for Wealth Management in New York
Debralee Nelson brings 35 years of experience to her new role serving ultra high net-worth clients
05/14/2013
Houston wealth advice firm adds six to public finance group
An effort to enhance its pricing advisory services to municipalities and bond investment advisory services
05/13/2013
AXA Investment Managers names institutional development and relations director
Lawrence Remstedt was named director of institutional development and relations at AXA Investment Managers
05/13/2013
Manulife AM Hires New Emerging Markets Debt Portfolio Management Team
Helping to build out the firm's product set and expand the depth and breadth of its global equity
05/13/2013
Baird adds adviser teams from Morgan Stanley, UBS
The two teams were hired to expand Baird's adviser footprint in the US
05/13/2013
Lou Lebedin and Gerard Muldoon join Doran Jones
Consultancy firm Doran Jones has strengthened its prime brokerage offering with the addition of Lou Lebedin and Gerard Muldoon. The pair join as partners.